BAM
NET icon

BOCHK Asset Management’s Cloudflare NET Stock Holding History

BOCHK Asset Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.88M Buy
+19,900
New +$4.35M 0.77% 39
2025
Q3 		– Sell
-2,000
Closed -$392K – 95
2025
Q2 		$392K Sell
2,000
-95,155
-98% -$13.8M 0.11% 29
2025
Q1 		$10.9M Buy
+97,155
New +$12.9M 6.16% 5

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOCHK Asset Management's NET Position: Q2 2026 in Review

BOCHK Asset Management opened a new position in Cloudflare (NET) in Q2 2026: 19,900 shares worth $4.88M. The stake represents 0.77% of the portfolio and ranks #39 among its holdings. This is a return to the name: BOCHK Asset Management previously reported a position in NET as recently as Q2 2025.

BOCHK Asset Management first reported a position in NET in Q1 2025 and has held it in 3 quarters since. The position peaked at $10.9M in Q1 2025. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • BOCHK Asset Management held 19,900 shares of Cloudflare worth $4.88M as of Q2 2026.
  • Cloudflare was a new BOCHK Asset Management position in Q2 2026.
  • Cloudflare made up 0.77% of BOCHK Asset Management's portfolio in Q2 2026, its #39 holding.
  • BOCHK Asset Management first reported a position in Cloudflare in Q1 2025 and has held it in 3 quarters since.
  • BOCHK Asset Management's Cloudflare position peaked at $10.9M in Q1 2025.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on BOCHK Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.